News : Maximizer CRM Upgrades Features of Wealth Management Software
Vancouver, BC, Canada, July 27, 2015 -- Maximizer Services INC., a provider of Wealth Management Customer Relationship Management (CRM) solutions, has upgraded key features of the software for financial advisors, releasing the new Maximizer CRM Wealth Management Edition 3.0 (WME 3.0).
The upgraded solution is designed to more easily flag new business opportunities with existing clients and manage additional opportunities to expand a financial advisor’s practice. The solution includes more pre-configured segmentation searches as well as pre-built dashboards for displaying upcoming reviews, renewals and expirations.
John Easton, Director, Wealth Management CRM for Maximizer, notes: "All of the enhancements implemented are the result of feedback from existing clients – financial advisors who understand the importance of having a better grip on the client profile for the development of their business. We now provide an even more straightforward way for them to easily capture and tap into their vital client information."
Posted by Veronica Silva Cusi, news correspondent
Today's Tip of the Day - Workforce Management Solutions
More Editorial From Maximizer Software
About Maximizer Software:
For the last 20 years Maximizer CRM has had a singular focus – delivering powerful CRM software, cloud CRM technology, and mobile CRM solutions that small and medium businesses actually need and want to use. Whether you’re an entrepreneur, small or medium business, or a large enterprise with hundreds of employees and thousands of customers, Maximizer CRM Software has the right solution for you – Cloud CRM, On-Premise CRM software and Mobile CRM. Simple, intuitive and easy to deploy, use and manage, Maximizer comes complete with sales force automation, CRM for marketing, custom reports and dashboards and full contact and customer management capabilities.
Published: Thursday, July 30, 2015